Financial Planning Director
1 month ago
Job Title: Financial Planning Director
Job Description:
Nigel James Associates is proud to partner with a leading global financial services company to secure a Director-level appointment within their financial planning team. This rare opportunity offers the chance to take over a significant client portfolio, consisting of high net worth (HNW) and ultra high net worth (UHNW) clients.
Key Responsibilities:
- Develop and implement comprehensive financial plans for HNW and UHNW clients, leveraging expertise in complex financial cases.
- Build and maintain strong, lasting relationships with clients, ensuring exceptional customer service and satisfaction.
About the Company:
The company is a prestigious global financial services provider known for rewarding talent and dedication. With a hybrid working policy and a strong emphasis on work-life balance, they create an environment where employees can thrive. The team dynamic is exceptional, and the company actively encourages development and growth.
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full timeDirector-Level Appointment in Financial PlanningNigel James Associates is proud to partner with a leading global financial services company to secure a Director-level appointment within their financial planning team.This rare opportunity offers the chance to take over a significant client portfolio, consisting of high net worth (HNW) and ultra-high net worth...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full timeDirector of Financial PlanningNigel James Associates Ltd is proud to partner with a leading global financial services company to secure a Director-level appointment within their financial planning team.This rare opportunity offers the chance to take over a significant client portfolio, consisting of high net worth (HNW) and ultra-high net worth (UHNW)...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates Ltd is partnering with a prestigious global financial services company to secure a Director-level appointment within their financial planning team. This rare opportunity offers the chance to take over a significant client portfolio, consisting of high net worth (HNW) and ultra-high net worth (UHNW) clients. It's an exceptional role...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates Ltd is partnering with a leading global financial services company to secure a Director-level appointment within their financial planning team. This rare opportunity offers the chance to take over a significant client portfolio, consisting of high net worth (HNW) and ultra-high net worth (UHNW) clients. It's an exceptional role for...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates Ltd is proud to partner with a prestigious global financial services company to secure a Director-level appointment within their financial planning team. This rare opportunity offers the chance to take over a significant client portfolio, consisting of high net worth (HNW) and ultra-high net worth (UHNW) clients. It's an...
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